Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2021 Filed on Jul 26, 2021
9,740
$88.18 - $94.01 $859K - $916K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
1,897
$230.04 - $254.69 $436K - $483K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2021 Filed on Apr 27, 2021
2,258
$97.73 - $99.18 $221K - $224K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
414
$421.2 - $501.64 $174K - $208K
MA
Mastercard Inc

Financial Services
Q1 2021 Filed on Apr 27, 2021
819
$315.49 - $384.38 $258K - $315K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 27, 2021
7,716
$38.5 - $45.06 $297K - $348K
BKF
Ishares Mcsi Bic ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
5,749
$46.38 - $52.24 $267K - $300K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2020 Filed on Feb 08, 2021
10,000
$30.56 - $30.61 $306K - $306K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
5,269
$82.66 - $83.25 $436K - $439K
Ishares Ibonds
Q4 2020 Filed on Feb 08, 2021
23,670
N/A
NYF
Ishares New York Muni Bond ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
4,317
$57.01 - $58.31 $246K - $252K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2020 Filed on Feb 08, 2021
5,135
$60.52 - $61.79 $311K - $317K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2020 Filed on Aug 06, 2020
5,794
$33.62 - $38.69 $195K - $224K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2020 Filed on Aug 06, 2020
8,049
$34.17 - $39.35 $275K - $317K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
5,386
$40.51 - $69.57 $218K - $375K
IXP
Ishares Global Comm Services E

ETFs
Q1 2020 Filed on Apr 16, 2020
3,610
$47.34 - $64.95 $171K - $234K
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on Apr 16, 2020
4,577
$54.48 - $83.17 $249K - $381K
MXI
Ishares Global Materials ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
5,812
$42.66 - $67.62 $248K - $393K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2020 Filed on Apr 16, 2020
8,398
$26.89 - $30.1 $226K - $253K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
8,109
$20.82 - $48.41 $169K - $393K
JXI
Ishares Tr Global Utils ETF

ETFs
Q4 2019 Filed on Jan 31, 2020
7,522
$56.2 - $58.72 $423K - $442K
EWA
Ishares Msci Australia ETF

ETFs
Q4 2019 Filed on Jan 31, 2020
18,579
$21.45 - $22.97 $399K - $427K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2019 Filed on Nov 14, 2019
2,118
$101.63 - $104.28 $215K - $221K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2019 Filed on Nov 14, 2019
6,872
$61.12 - $64.69 $420K - $445K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2019 Filed on Nov 14, 2019
8,140
$36.45 - $38.11 $297K - $310K
CVX
Chevron Corp

Energy
Q3 2019 Filed on Nov 14, 2019
1,637
$115.18 - $126.54 $189K - $207K
I Shares Gold Trust
Q3 2019 Filed on Nov 14, 2019
38,391
N/A
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q3 2019 Filed on Nov 14, 2019
6,478
$55.53 - $56.79 $360K - $368K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2019 Filed on Nov 14, 2019
20,092
$34.9 - $35.28 $701K - $709K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
9,685
$25.93 - $26.35 $251K - $255K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2019 Filed on Nov 14, 2019
2,718
$91.64 - $93.61 $249K - $254K
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2019 Filed on Aug 08, 2019
2,944
$40.01 - $44.45 $118K - $131K
SCJ
Ishares Msci Japan Small Cap E

ETFs
Q2 2019 Filed on Aug 08, 2019
4,049
$67.37 - $71.73 $273K - $290K
FOXA
Fox Corp

Communication Services
Q2 2019 Filed on Aug 08, 2019
5,811
$34.01 - $39.4 $198K - $229K
Spdr Bloomberg Barclays Hi Yld Bond
Q2 2019 Filed on Aug 08, 2019
17,023
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2019 Filed on Aug 08, 2019
6,072
N/A
EWI
Ishares Inc Msci Italy ETF

ETFs
Q2 2019 Filed on Aug 08, 2019
10,471
$25.94 - $28.58 $272K - $299K
SPYG
Spdr Portfolio

ETFs
Q2 2019 Filed on Aug 08, 2019
6,494
N/A
ENB
Enbridge Inc

Energy
Q1 2019 Filed on May 16, 2019
525
$31.58 - $37.63 $16.6K - $19.8K
EXC
Exelon Corp

Utilities
Q1 2019 Filed on May 16, 2019
632
$31.43 - $36.15 $19.9K - $22.8K
F
Ford Motor CO

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
1,002
$7.78 - $8.99 $7.8K - $9.01K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
Q1 2019 Filed on May 16, 2019
0
$11.1 - $11.79 $0 - $0
Ev Mun Bd Fd Ii
Q1 2019 Filed on May 16, 2019
7
N/A
EA
Electronic Arts Inc.

Communication Services
Q1 2019 Filed on May 16, 2019
30
$78.71 - $106.84 $2.36K - $3.21K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2019 Filed on May 16, 2019
938
$26.42 - $38.74 $24.8K - $36.3K
HAL
Halliburton CO

Energy
Q1 2019 Filed on May 16, 2019
362
$27.13 - $32.3 $9.82K - $11.7K
EGP
Eastgroup Properties Inc

Real Estate
Q1 2019 Filed on May 16, 2019
567
$88.69 - $112.3 $50.3K - $63.7K
EMN
Eastman Chemical CO

Basic Materials
Q1 2019 Filed on May 16, 2019
401
$71.4 - $84.6 $28.6K - $33.9K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2019 Filed on May 16, 2019
758
N/A
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